Napa Wealth Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $306K | Sell |
3,692
-330
| -8% | -$27.3K | 0.15% | 117 |
|
|
2025
Q1 | $333K | Sell |
4,022
-523
| -12% | -$43.3K | 0.19% | 137 |
|
|
2024
Q4 | $373K | Sell |
4,545
-5,562
| -55% | -$456K | 0.16% | 139 |
|
|
2024
Q3 | $840K | Sell |
10,107
-4,655
| -32% | -$387K | 0.4% | 79 |
|
|
2024
Q2 | $1.21M | Sell |
14,762
-7,044
| -32% | -$575K | 0.81% | 27 |
|
|
2024
Q1 | $1.78M | Sell |
21,806
-40,615
| -65% | -$3.32M | 0.94% | 8 |
|
|
2023
Q4 | $5.12M | Buy |
+62,421
| New | +$5.12M | 2.78% | 6 |
|